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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Robert Bruce (Bruce & Co)
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Robert Bruce

Bruce & Co
Share
  • Asset Manager · CIK 0001358331
  • Boutique

Robert Bruce runs Bruce & Co, an asset manager overseeing $322.5M in disclosed equity holdings (SEC CIK 0001358331). The latest portfolio (2025Q4) discloses 39 positions across 9 sectors, with the largest positions in ABBV, AERCAP HOLDINGS NV and ALL. On a mark-to-market basis the tracked portfolio has returned 27.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Robert's filingsView holdings↓
Portfolio
$322.53M
Positions
39
Quarter
2025Q4
Filings tracked
8
Since filing+27.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2025Q3
39 positions
1
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
9.14%
of portfolio
Number of shares
127,500 sh
Holdings current value
$29.52M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.8%
2025Q4
Current $200.95
2
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
8.34%
of portfolio
Number of shares
125,500 sh
Holdings current value
$26.94M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.8%
2025Q1
Current $216.56
3
3
302571104Nextera Energy
7.36%
of portfolio
Number of shares
315,000 sh
Holdings current value
$23.78M
Avg closing price
$64.73
Last action
Trimmed 1.5%
2025Q4
Current —
4
U
UHAL/BU HAUL HOLDING COMPANY
7.12%
of portfolio
Number of shares
452,000 sh
Holdings current value
$23.01M
Avg closing price
$66.07
Last action
Trimmed 3.2%
2025Q1
Current —
5
N
N00985106AERCAP HOLDINGS NV
6.88%
of portfolio
Number of shares
183,500 sh
Holdings current value
$22.20M
Avg closing price
$96.45
Last action
Added 22.3%
2025Q1
Current —
6
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
5.97%
of portfolio
Number of shares
155,816 sh
Holdings current value
$19.28M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 11.4%
2025Q3
Current $128.04
7
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.55%
of portfolio
Number of shares
133,800 sh
Holdings current value
$17.92M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 13.0%
2025Q4
Current $92.48
8
5
589331107Merck
5.01%
of portfolio
Number of shares
192,800 sh
Holdings current value
$16.18M
Avg closing price
$131.81
Last action
Trimmed 4.9%
2025Q2
Current —
9
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
4.86%
of portfolio
Number of shares
194,500 sh
Holdings current value
$15.69M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
10
T
TAT&T INC
Communication Services·Telecom Services
4.57%
of portfolio
Number of shares
523,000 sh
Holdings current value
$14.77M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 22.3%
2025Q3
Current $26.61
11
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
4.08%
of portfolio
Number of shares
343,423 sh
Holdings current value
$13.17M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
12
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
3.54%
of portfolio
Number of shares
156,000 sh
Holdings current value
$11.43M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 20.4%
2025Q3
Current $76.62
13
A
AAPLAPPLE INC
Technology·Consumer Electronics
3.07%
of portfolio
Number of shares
38,900 sh
Holdings current value
$9.91M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
14
N
NEMNEWMONT CORP
Basic Materials·Gold
2.61%
of portfolio
Number of shares
100,000 sh
Holdings current value
$8.43M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
15
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.36%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.62M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
16
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.15%
of portfolio
Number of shares
271,900 sh
Holdings current value
$6.93M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
17
H
H11356104BUNGE GLOBAL SA
2.01%
of portfolio
Number of shares
80,000 sh
Holdings current value
$6.50M
Avg closing price
$100.31
Last action
Trimmed 11.1%
2025Q4
Current —
18
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.85%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.97M
Avg closing price
$61.27
+14.3%
Last action
Added 100.0%
2024Q3
Current $70.03
19
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
1.42%
of portfolio
Number of shares
279,308 sh
Holdings current value
$4.57M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 29.0%
2025Q4
Current $45.21
20
V
VICRVICOR CORP
Technology·Electronic Components
1.39%
of portfolio
Number of shares
90,000 sh
Holdings current value
$4.47M
Avg closing price
$38.41
+577.2%
Last action
Added 28.6%
2025Q2
Current $260.13
21
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.31%
of portfolio
Number of shares
73,900 sh
Holdings current value
$4.22M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
22
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
1.25%
of portfolio
Number of shares
131,000 sh
Holdings current value
$4.04M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 16.0%
2025Q4
Current $60.94
23
C
CCCHEMOURS CO
Basic Materials·Specialty Chemicals
1.23%
of portfolio
Number of shares
250,000 sh
Holdings current value
$3.96M
Avg closing price
$13.11
+84.5%
Last action
Added 25.0%
2025Q2
Current $24.19
24
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.22%
of portfolio
Number of shares
82,105 sh
Holdings current value
$3.92M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
25
N
N53745100LYONDELLBASELL INDUSTRIES N
0.91%
of portfolio
Number of shares
60,000 sh
Holdings current value
$2.94M
Avg closing price
$54.92
Last action
Added 50.0%
2025Q3
Current —
26
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
0.82%
of portfolio
Number of shares
40,800 sh
Holdings current value
$2.66M
Avg closing price
$110.86
-50.4%
Last action
Added 100.0%
2025Q1
Current $54.94
27
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.51%
of portfolio
Number of shares
253,000 sh
Holdings current value
$1.65M
Avg closing price
$1.49
+296.0%
Last action
Trimmed 7.3%
2025Q4
Current $5.90
28
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.47%
of portfolio
Number of shares
2,000 sh
Holdings current value
$1.53M
Avg closing price
$772.00
+18.9%
Last action
New holding
2024Q4
Current $917.65
29
V
VGVENTURE GLOBAL INC
Energy·Oil & Gas Midstream
0.44%
of portfolio
Number of shares
100,000 sh
Holdings current value
$1.42M
Avg closing price
$10.30
+25.7%
Last action
New holding
2025Q1
Current $12.95
30
S
SIRIEURSIRIUS XM HOLDINGS INC
0.40%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.30M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
31
9
91911K102VALEANT PHARMACEUTICALS INTL
0.34%
of portfolio
Number of shares
171,000 sh
Holdings current value
$1.10M
Avg closing price
$10.61
Last action
Trimmed 21.6%
2025Q4
Current —
32
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.32%
of portfolio
Number of shares
195,073 sh
Holdings current value
$1.05M
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
33
E
EDAPEDAP TMS S AADR
0.31%
of portfolio
Number of shares
438,652 sh
Holdings current value
$1.01M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 20.8%
2025Q3
Current $3.29
34
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.28%
of portfolio
Number of shares
729,188 sh
Holdings current value
$918.8K
Avg closing price
$2.55
-48.2%
Last action
Added 69.9%
2025Q3
Current $1.32
35
0
044209104ASHLAND INC NEW
0.22%
of portfolio
Number of shares
15,000 sh
Holdings current value
$718.6K
Avg closing price
$97.37
Last action
—
Current —
36
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.19%
of portfolio
Number of shares
68,286 sh
Holdings current value
$598.2K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
37
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.18%
of portfolio
Number of shares
250,000 sh
Holdings current value
$582.5K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 16.7%
2024Q4
Current $2.26
38
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.18%
of portfolio
Number of shares
58,279 sh
Holdings current value
$577.0K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
39
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.14%
of portfolio
Number of shares
3,945 sh
Holdings current value
$452.1K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 12.5%
2024Q4
Current $115.57

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ABBV
9.14% · -13.2%
ALL
8.34% · +0.9%
Nextera Energy
7.36%
UHAL/B
7.12%
AERCAP HOLDINGS NV
6.88%
DUK
5.97% · +3.5%
ABT
5.55% · -31.0%
Merck
5.01%
XEL
4.86% · -1.5%
T
4.57% · -5.8%
IIIN
4.08% · -32.9%
CMS
3.54% · +4.6%
AAPL
3.07% · +7.4%
NEM
2.61% · +31.7%
AVA
2.36% · +9.1%
PFE
2.15% · +4.7%
BUNGE GLOBAL SA
2.01%
ADM
1.85% · +17.2%
KOD
1.42% · +176.2%
VICR
1.39% · +423.2%
UHAL
1.31% · -6.6%
DAR
1.25% · +97.4%
CC
1.23% · +52.7%
SUPN
1.22% · +5.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare12 pos$69.8M31.1%
  • Utilities5 pos$54.5M24.3%
  • Financial Services2 pos$29.6M13.2%
  • Industrials2 pos$17.4M7.8%
  • Communication Services1 pos$14.8M6.6%
  • Technology2 pos$14.4M6.4%
  • Basic Materials2 pos$12.4M5.5%
  • Consumer Defensive2 pos$10.0M4.5%
  • Energy1 pos$1.4M0.6%
(30.6% unclassified, excluded from %)